Investment Banking Specialist Jobs in Wisconsin
An Investment Banking Specialist in the finance industry operates as a bridge between investors and organizations, governments, or other entities that need capital. They assist clients in raising funds in the capital markets, provide strategic advisory services for mergers, acquisitions, and other types of financial transactions, and offer institutional sales and trading services. They are crucial in providing expertise and advice to clients in evaluating, structuring, and negotiating transactions. This role entails a high level of financial analysis, assessment of financial reports, market trends, and industry competition. Moreover, they are often involved in project and deal management activities.
Key skills for an Investment Banking Specialist include a solid understanding of financial modeling and valuation, strong analytical and problem-solving skills, exceptional communication and presentation skills, and the ability to work in a high-pressure, fast-paced environment. Certifications such as the Chartered Financial Analyst (CFA) or Series 7 and 63 licensing can be advantageous. Prior to becoming an Investment Banking Specialist, individuals might have roles such as Investment Banking Analyst, Associate, or even roles within Corporate Finance or Equity Research divisions.
Loan Asset Administration Analyst, Investment Operations
- Hartford, WI
- 2 days ago
- Hartford, WI
- 2 days ago
Loan Asset Administration Analyst, Investment Operations MassMutual Hartford, United States Posted 18 hours ago Permanent Competitive Loan Asset Administration Analyst, Investment Operations Loan...
Director Investment Controllership- Derivatives (STAT & GAAP
- Hartford, WI
- 2 days ago
- Hartford, WI
- 2 days ago
Director Investment Controllership- Derivatives (STAT & GAAP)) MassMutual Hartford, United States Posted 19 hours ago Permanent Competitive Director Investment Controllership- Derivatives (STAT &...
Cash & Securities Management Consultant, Investment Operations
- Hartford, WI
- 2 days ago
- Hartford, WI
- 2 days ago
Cash & Securities Management Consultant, Investment Operations MassMutual Hartford, United States Posted 20 hours ago Permanent Competitive Cash & Securities Management Consultant, Investment...
Director - Investment Grade Research. Job in Milwaukee Gr8Jobs
- Milwaukee, WI
- 2 days ago
- Milwaukee, WI
- 2 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, located in...
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything...
Komatsu is an indispensable partner to the construction, mining, forestry, forklift, and industrial machinery markets, maximizing value for customers through innovative solutions. With a diverse...
A focus in finance, accounting or economics is preferred. 4+ years of investment analysis and market research experience. Prior Bloomberg terminal experience preferred....
FIXED INCOME INVESTMENT ANALYST GREEN BAY, WI, US 19 days agoFULL-TIME
- Green Bay, WI
- 24 days ago
- Green Bay, WI
- 24 days ago
FIXED INCOME INVESTMENT ANALYST FULL-TIME Finance Specialists GREEN BAY, WI, US 19 days ago Requisition ID: 2709 At Nicolet National Bank, our culture is based on the principles of community...
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkInvestment Analyst Intern - Private Debt & Equity, Summer 2026
- Wauwatosa, WI
- 30+ days ago
- Wauwatosa, WI
- 30+ days ago
Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Milwaukee, WI
- 30+ days ago
- Milwaukee, WI
- 30+ days ago
Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, located in...
Demographic Data for Wisconsin
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Wisconsin
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Wisconsin offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Financial Analysis
- Client Relationships
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Visual Basic for Applications
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Market Research
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Decision Making
- Written Communication
- Verbal Communication
- Presentation
- Documentation
- Flexibility
- Reporting
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Organization
- Research Skills
- Leadership
- Communication Skills
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